Records & Information Management · Departmental Inventory

Departmental Records Inventory

For each record series your department maintains, tell us its format, roughly how much there is, and its retention. Each series you confirm becomes one inventory record for the project team.

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Submission

Who's completing this

Your name

Department staffing & access

These describe the department as a whole and are recorded on every series below.

Full-time staff managing records

People needed to manage this department's records, forms, documents, or data

Part-time staff managing records

Part-time people needed for the same

Users needing access

How many people need access to this department's records, forms, documents, or data

Department defaults — optional

Fill these once and every series below is pre-filled with them. You can override owner, location, or legal-hold on any individual series.

Default records owner

Person or role responsible for most of this department's records

Default storage location

Where most of this department's records live

Default legal-hold status

Applied to each series unless you change it there

Yes No Unsure

Record series

For every series, tell us whether your department maintains it — each one is recorded either way, so “we don't keep this” is captured too. When you select “We maintain this,” a few quick questions appear. Retention is pre-filled from the bank's draft schedule; adjust it if your department knows differently. Don't see a series you keep? Add it at the bottom.